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Articles tagged "Evercore"


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The churn of talent in the RIA business no longer happens the old-fashioned way.

RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them

Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines

May 18, 2018 at 9:23 PM

Jeff Maurer: We still have our mojo going.

Jeff Maurer poached his RIA from zero to $7.5 billion in nine years but now comes M&A

The ex-US Trust CEO has seen Evercore Wealth growth rates taper since a lightning start; now the hard work is done he sees deals on the horizon

April 10, 2018 at 5:34 PM

Helena Jonassen: It was an enormously difficult decision for me to leave U. S. Trust.

Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore

The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore

July 8, 2014 at 6:27 PM

Jeff Maurer: At no point did we say let's go hire as many people from GenSpring as possible.
April 29, 2014 at 6:28 AM

Jewelle Bickford: Clients are happy to go where they want. One never knows who will follow.

A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring

Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender

August 21, 2013 at 5:40 AM

Keith McWilliams: It feels like we're going full circle back to where Scudder was.

Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden

Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way

November 9, 2012 at 3:17 AM

New York not the center of the RIA world? Fuhgeddaboudit!

Why the slow-evolving metro New York area is still on course to be the capital of the RIA business

The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco

August 8, 2012 at 4:02 AM

Jonathan Bergner wasn't discouraged from leaving U.S. Trust by the 45-day garden leave.
May 1, 2012 at 2:18 PM

Paulo Coelho: This is obviously a long-term move for me and my career.

In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'

The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation

April 9, 2012 at 2:20 PM

Jim Steiner: I think it’s harder for RIAs to compete [in the UHNW market].

Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch

With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent

April 2, 2012 at 2:29 PM

Martha Pomerantz has helped raise billions of AUM from places like small-town South Dakota.

Evercore feasts on veterans of an elite Wells Fargo wealth management unit

Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching

September 7, 2011 at 3:33 AM

Randy Allison Hustvedt was looking for the right fit.

A big Boston rainmaker joins an RIA startup in New York with meteoric growth

Randy Hustvedt's hire to Evercore resumes hiring for ex-U.S. Trust CEO's fast-growing venture

April 29, 2011 at 5:46 AM

Joe Duran: We’ll be a $100-million revenue RIA in two to three years.

One of a new breed of roll-ups taking center stage, United Capital is churning out deals again

After a broken engagement slowed its progress, the company is on a buying spree

September 20, 2010 at 5:06 AM

Wendy Barasch was responsible for hiring and developing teams of financial advisors at Alliance Bernstein.

Evercore adds an Alliance Bernstein veteran to build out its advisory team

New York aggregator's warp speed growth continues with hire from big legacy firm

April 15, 2010 at 6:53 AM

Jeff Maurer: U.S. Trust was our launching pad, but our business plan does not rely on shopping at U.S. Trust.

Evercore is looking to its future after lifting out a huge team of U.S. Trust financial advisors

Former U.S. Trust CEO Jeff Maurer has brought his old magic to the new RIA

April 8, 2010 at 6:48 AM

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